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W.P. Carey

773 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 182 increasing their positions, 471 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+33
Holders Change %
+4.46%
% of All Funds
11.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
182
Reduced
471
Closed
76
Calls
$169M
Puts
$61.4M
Net Calls
+$108M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
301
Ameritas Advisory Services
Nebraska
$1.05M -$9.48K -150 -0.9%
CT
302
Colonial Trust
South Carolina
$1.04M -$427K -6,595 -29%
AOWM
303
Alpha Omega Wealth Management
Virginia
$1.04M -$25.4K -392 -2%
AI
304
Atria Investments
North Carolina
$1.04M -$540K -8,338 -34%
NW
305
Naviter Wealth
Arkansas
$1.01M +$96.2K +1,465 +10%
Cerity Partners
306
Cerity Partners
New York
$1,000K +$81.9K +1,264 +9%
CGH
307
Crossmark Global Holdings
Texas
$979K +$979K +15,105 New
DEA
308
DoubleLine ETF Adviser
Florida
$975K +$975K +15,047 New
SPIA
309
Steward Partners Investment Advisory
New York
$975K -$193K -2,981 -17%
TYCC
310
Texas Yale Capital Corp
Florida
$965K -$46.3K -715 -5%
PS
311
Principal Securities
Iowa
$951K +$951K +14,680 New
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$945K -$6.74K -104 -0.7%
HSA
313
HBK Sorce Advisory
Pennsylvania
$942K +$511K +7,881 +119%
CRC
314
Curi RMB Capital
Illinois
$931K -$19.2K -296 -2%
BRWA
315
B. Riley Wealth Advisors
Florida
$923K -$157K -2,396 -15%
Natixis Advisors
316
Natixis Advisors
Massachusetts
$921K +$921K +14,218 New
Nordea Investment Management
317
Nordea Investment Management
Sweden
$913K -$19.1K -294 -2%
DBRC
318
D.B. Root & Company
Pennsylvania
$910K -$385K -5,946 -30%
C1AG
319
Client 1st Advisory Group
Florida
$893K -$34.6K -534 -4%
CWM
320
C2C Wealth Management
Arizona
$884K -$126K -1,916 -12%
PP
321
Prudential plc
United Kingdom
$879K +$268K +4,135 +44%
ATPW
322
Ashton Thomas Private Wealth
Arizona
$875K +$875K +13,507 New
PCM
323
Penserra Capital Management
California
$875K +$234K +3,612 +36%
APF
324
Alaska Permanent Fund
Alaska
$873K -$794K -12,258 -48%
APW
325
Aurora Private Wealth
New Jersey
$872K -$9.39K -145 -1%